Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Buy
2024
Q3
Sell
2024
Q2
$307K Hold
2024
Q1
$295K Hold
2023
Q4
$318K Sell
2023
Q3
$484K Hold
2023
Q2
$518K Hold
2023
Q1
$485K Buy
2022
Q4
$328K Hold
2022
Q3
$252K Hold
2022
Q2
$202K Hold
2022
Q1
$241K Hold
2021
Q4
$245K Hold
2021
Q3
$200K Hold
2021
Q2
$205K Hold
2021
Q1
$236K Buy
2020
Q4
$230K Hold
2020
Q3
$173K Buy